A sample Process Organizer for an Accounting group within an organization. It includes procedures for day-to-day operations such as controlling the General Ledger, managing cash accounts and controlling books and records of the organization. It also includes procedures for financial reporting, management reporting, and regulatory and tax reporting.

A sample Process Organizer for an organization's Business Continuity Plan. It includes procedures for recognizing and responding to an incident, utilizing a recovery site, and managing and maintaining the Business Continuity Plan.

A sample Process Organizer for an Information Technology Department within an organization. It includes procedures for procurement of new technology and development and maintenance of the technology infrastructure, systems, hardware, and software used by the organization. It also includes procedures for IT security management and disaster recovery.

A sample Process Organizer for a company offering online banking services. The organizer includes procedures for initial installation of the product and ongoing customer service. It also includes business development procedures and procedures for ongoing system enhancement and maintenance.

A sample Process Organizer for a payroll processing group within an organization. The Organizer includes procedures for both operational and financial control of payroll generation, benefit payments, and associated accounting activities. It also includes procedures for tax/regulatory compliance.

Sample Procedures

Below are some sample procedures illustrating ways of documenting several typical process flows. These are for illustration purposes only. Some customization will be necessary for use in a specific organization.

A given process may occur over days, weeks, or even months due to necessary delays in the process. This procedure illustrates a process in which some amount of time is expected to pass between consecutive steps.

When a process includes some automation, such as a software-based or mechanical system, it is important to highlight the actions the owner of the process must take in order to initiate the automated steps. This procedure illustrates a process with several automated steps.

Often, a process can occur several different ways depending on some input or the result of one of the actions in the process. This procedure illustrates a process with several decision points that determine which actions are performed to complete the process.

Sample Work Instruction

A work instruction provides a detailed breakdown of instructions required to carry out one or more steps or tasks in a procedure. A work instruction contains much more detail than a procedure and is created if very detailed instructions are needed.

The sample below is for illustration purposes only. Some customization will be necessary for use in a specific organization.

This procedure for making an entry in a system uses screenshots and sub-steps to provide the necessary level of detail to the reader. Every action required to complete this process is included.

Incorporating Screenshots

The following are examples of how you can use screenshots to supplement the procedures. These examples are for illustration purposes only. Some customization will be necessary for use in a specific organization.